S

SignatureFD Portfolio holdings

AUM $6.55B
1-Year Est. Return 20.61%
This Quarter Est. Return
1 Year Est. Return
+20.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$197M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,557
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$16.1M
3
+$16M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$14.4M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$12.7M

Top Sells

1
+$77.6M
2
+$1.66M
3
+$1.36M
4
UPS icon
United Parcel Service
UPS
+$1.17M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.15M

Sector Composition

1 Technology 6.66%
2 Consumer Discretionary 5.13%
3 Financials 4.8%
4 Consumer Staples 4.58%
5 Healthcare 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$1K ﹤0.01%
46
-12
2127
$1K ﹤0.01%
+11
2128
$1K ﹤0.01%
132
+66
2129
$1K ﹤0.01%
+90
2130
$1K ﹤0.01%
+39
2131
$1K ﹤0.01%
+80
2132
$1K ﹤0.01%
+125
2133
$1K ﹤0.01%
+27
2134
$1K ﹤0.01%
+39
2135
$1K ﹤0.01%
26
2136
$1K ﹤0.01%
47
2137
$1K ﹤0.01%
+36
2138
$1K ﹤0.01%
39
-456
2139
$1K ﹤0.01%
700
2140
$1K ﹤0.01%
+67
2141
$1K ﹤0.01%
22
+15
2142
$1K ﹤0.01%
+204
2143
$1K ﹤0.01%
39
-61
2144
$1K ﹤0.01%
44
+8
2145
$1K ﹤0.01%
100
-614
2146
$1K ﹤0.01%
70
+67
2147
$1K ﹤0.01%
20
-4
2148
$1K ﹤0.01%
88
2149
$1K ﹤0.01%
117
2150
$1K ﹤0.01%
28
+12
84 85
86
87 88